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Client Data Form

Risk Tolerance Form

Existing Annuity Form

Existing Life Insurance Form

Investment Advisory Services Agreement

Financial Planning Agreement

Insurance and annuities offered through Dias Financial, LLC, a Florida Insurance Agency (License # L106434). Carlos Dias Jr. is licensed in the State of Florida (License # E181443), California (License # 4065931), Georgia (License # 791372), Missouri (License # 3002126789), Ohio (License # 1527348), Texas (License # 2606613), Virginia (License # 1171854), Colorado, Illinois, North Carolina, South Carolina, and Oregon (License # 8471859).